Filter Stocks by Fundamentals

Asset symbol is not found or was delisted

We are unable to locate this entity at this time. If you believe the symbol you are trying to look up is valid, please let us know, and we will check it out. Check all delisted instruments across multiple markets.

Indicator Description

Cash and Equivalents In A Nutshell

Cash and equivalents is exactly what it says, cash and anything that can be converted to cash quickly. Liquid assets would fall under this category and that could be a car, some machinery, or anything that can sell quickly to be turned into cash.

When taking a look at the fundamentals of a stock, you check over everything, the debt, cash flow, outstand shares, and then there is cash and equivalents.

Closer Look at Cash and Equivalents

This is important for a few reasons, and first is you want to know how quickly the company can use these in the case of a complete meltdown in cash flow. There are ratios out there that can tell you how many times the company can pay debts, but you want to ensure cash and equivalents are at respectable levels.

Cash flow is the lifeblood of a company and if that begins to slow there could be some real issues on the horizon. Typically you will know if a company is having cash flow issues and Sears is an example as money continues to be pumped into the company while it is failing.

With all of this being said, be sure to take a real good look at this data point and discover what makes up this line item. Of course there are many other items you should be looking at beside cash and equivalents, but this is a main factor. Technically, this may not be of much use as there is not much of an indicator. Sure there may be data points you can plot at the bottom of a chart, but this should be used more fundamentally than anything. If you ever get stuck, reach out to an investing community and see what others are doing in the market today. When in doubt, research more and more by surfing the web and reading articles. It is important to know what to look for in a stock and learning this will be time well spent.

Other Suggestions

FLT Fleetcor TechnologiesCompany
FLTLF Flow TradersCompany
FLTTX Wisdomtree Floating RateMutual Fund
FLTB Fidelity Limited TermETF

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Explore Investing Opportunities

You can quickly originate your optimal portfoio using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did you try this?

Run Latest Portfolios Now

   

Latest Portfolios

Quick portfolio dashboard that showcases your latest portfolios
All  Next Launch Module
Check out your portfolio center.
Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.

Other Complementary Tools

Money Managers
Screen money managers from public funds and ETFs managed around the world
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Stock Screener
Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
AI Portfolio Architect
Use AI to generate optimal portfolios and find profitable investment opportunities
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Equity Valuation
Check real value of public entities based on technical and fundamental data